Geneos Wealth Management’s VanEck Morningstar ESG Moat ETF MOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08K | Sell |
75
-75
|
|
||||
|
2025
Q1 | $4K | Buy |
150
+75
|
|
||||
|
2024
Q4 | $2.11K | Sell |
75
-1,000
|
|
||||
|
2024
Q3 | $31.1K | Sell |
1,075
-200
|
|
||||
|
2024
Q2 | $33.5K | Hold |
1,275
|
|
||||
|
2024
Q1 | $34.6K | Sell |
1,275
-300
|
|
||||
|
2023
Q4 | $40.2K | Hold |
1,575
|
|
||||
|
2023
Q3 | $36.4K | Hold |
1,575
|
|
||||
|
2023
Q2 | $38.6K | Hold |
1,575
|
|
||||
|
2023
Q1 | $36.9K | Sell |
1,575
-700
|
|
||||
|
2022
Q4 | $49.7K | Buy |
2,275
+75
|
|
||||
|
2022
Q3 | $43K | Sell |
2,200
-325
|
|
||||
|
2022
Q2 | $54K | Hold |
2,525
|
|
||||
|
2022
Q1 | $62K | Buy |
+2,525
|
|